Latitude Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$12.2K Buy
+421
New +$12.8K ﹤0.01% 845
2022
Q3
– Sell
-9,052
Closed -$228K – 150
2022
Q2
$228K Buy
+9,052
New +$238K 0.21% 122

Other funds holding DIVY

Latitude Advisors's DIVY Position: Q3 2026 in Review

Latitude Advisors opened a new position in Sound Equity Dividend Income ETF (DIVY) in Q3 2026: 421 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in DIVY as recently as Q2 2022.

Latitude Advisors first reported a position in DIVY in Q2 2022 and has held it in 2 quarters since. The position peaked at $228K in Q2 2022. 6 funds tracked by Wall St. Rank hold DIVY as of Q3 2026.

  • Latitude Advisors held 421 shares of Sound Equity Dividend Income ETF worth $12.2K as of Q3 2026.
  • Sound Equity Dividend Income ETF was a new Latitude Advisors position in Q3 2026.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Latitude Advisors's portfolio in Q3 2026, its #845 holding.
  • Latitude Advisors first reported a position in Sound Equity Dividend Income ETF in Q2 2022 and has held it in 2 quarters since.
  • Latitude Advisors's Sound Equity Dividend Income ETF position peaked at $228K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.